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Documentation Index

Fetch the complete documentation index at: https://docs.smartinterview.ai/llms.txt

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Smartinterview workspaces are shared at the company level. Every team member you invite accesses the same projects, surveys, and data as you do. Tokens are pooled across your whole company, so the work your team does draws from a single shared balance. This guide walks you through inviting members, accepting invitations, and managing your team.

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Inviting a team member

You can invite colleagues by email directly from the dashboard. Invitations are sent immediately and expire if not accepted.
1

Open the invite dialog

In your dashboard, click Invite Member. The invitation dialog opens and shows your current team size and the maximum allowed by your plan.
2

Enter the email address

Type the email address of the person you want to invite and click Send Invitation. You can only invite one person at a time.
3

Invitation sent

The recipient receives an email with a link to join your workspace. The dialog confirms that the invitation was sent successfully.
If your plan’s user limit is already reached, the Send Invitation button is disabled and a limit notice is shown. Upgrade your plan to invite more members. See Choose the right Smartinterview plan.

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Accepting an invitation

When a colleague invites you, you receive an email from Smartinterview with a join link.
1

Open the invitation email

Find the invitation email in your inbox. The sender is Smartinterview and the subject line indicates you have been invited to join a workspace.
2

Click the join link

Click the link in the email. You are taken to the Smartinterview sign-up flow.
3

Set your password

Create a password for your new account. Your email address is pre-filled from the invitation.
4

Access the workspace

After setting your password, you are signed in and taken directly to the shared workspace. All projects and data your company has created are immediately available to you.

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What team members can access

All team members share the same workspace. When you join via an invitation, you can see and work with:
  • All projects created by any team member
  • Survey results and response data
  • Pulse Classifier classification jobs
  • Pulse Qualitative transcriptions and workspace chats
There are no role-based permissions within a workspace — every team member has full access to all company data.
Because tokens are shared across the company, coordinate with your team before running large classification jobs or uploading long interview recordings to avoid unexpected token consumption.

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Team size limits by plan

The maximum number of users in your workspace depends on your plan:
PlanMax users
Free1
Pro1
Elite5
Ultimate10
EnterpriseLet’s Talk
The invitation dialog shows your current team size against the maximum (for example, 3 / 5). If you need a larger team, upgrade your plan. See Choose the right Smartinterview plan.

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Removing a team member

To remove a team member from your workspace, contact support@smartinterview.ch with the member’s email address. Removal takes effect immediately. The removed member loses access to the workspace, but their past contributions (surveys, classifications, transcriptions) remain in place.

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Managing your own profile

To update your name or change your password, open Settings in the dashboard and navigate to your profile. You can update your first name, last name, and account password from there.

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Tokens and the company account

Your token balance is tied to your company account, not to individual users. Every team member draws from the same pool. Monthly allocations refresh for the company as a whole at the start of each billing period. If you need more tokens, any team member can purchase a top-up. See Understanding and managing your token balance for details on purchasing additional tokens and understanding how the balance works.